25

October2021

Vitarka

ANTYA’s views on investing markets, economy, and more

Latest Insights

NXP Semiconductors NV: Ignore the Noise, Go for It – Only Two More Days Left

ANTYA’s previous opinion on NXP Semiconductors NV–An Intriguing Investment proved prescient from the vantage point of an opinion piece, but less than useful for investors looking to make a bet on a positive outcome, since May 13, 2018, the day we published our opinion was a Sunday, and in the …

Tesla Inc. — Shorting the Shorts — Next Stop $500/Share in 3 Months

Tesla Inc. (“Tesla” or the “Company”) has done the impossible. As illustrated in figure 1, Tesla not only achieved its production goal of 5,000 models 3 cars per week; it is likely to exceed it going forward. Based on Musk’s tweet, in the final week of June 2018, Tesla surpassed …

Xiaomi Inc. — IPO Priced at the Bottom of Range — 50% Downside Forthcoming

ANTYA has always been wary of media reports highlighting or even forecasting Xiaomi Corporation’s (“Xiaomi” or the “Company) valuation prior to the IPO as if it were gospel. The media stories seemed to be leading investors to a pre-determined outcome. If the CDR had succeeded perhaps all that advertising and …

Xiaomi Inc. — Where Is the Transparency? Updated Equity Value Estimate of US$1/Share

Xiaomi Corp’s (1810 HK) (“Xiaomi” or the “Company’) current stock offering of 1.434 billion shares from the treasury and 745.14 million shares from the existing shareholders and an over-allotment option of 326.94 million shares has the market on edge. More details about the offering are available in Xiaomi IPO Review …

Tesla’s Rogue Employee – Distraction or Substantive

After Musk’s bold call that Tesla shorts have about three weeks to make good on their bets, Martin Tripp ( “Tripp”), the rogue employee, tripped the bulls by indulging in what Tesla calls sabotage, theft of intellectual property and a campaign of disinformation against the Company. To illustrate that Tesla …

Baidu – IQIYI IPO Surfaces Value of Core Business – Search Is Undervalued

A rapidly growing Chinese economy and the wholehearted embrace of technology by its citizens has created unfathomable wealth and opportunities for early entrants into China. For the Tencent Holdings Ltd (700 HK), Alibaba Group Holding Ltd (BABA US) and Baidu Inc (ADR) (BIDU US) (“Baidu” or the “Company”) troika, China’s …

GM & Vision Fund JV Highlights Tesla Inc. Is Significantly Undervalued; Stock Is Headed Higher

On a down day in the markets, when President Trump’s administration announced the implementation of steel and aluminum tariffs on NAFTA partners and European allies, causing much consternation and confusion, General Motors (“GM”) made a materially important proclamation by partnering with Softbank Corp’s Vision Fund (“Vision”). According to the release …
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